Trainee Mortgage and Protection Advisor
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Key details
Location:Morningside Road Edinburgh
Hours of work:37.5 hours per week Monday to Friday
Hours of work:37.5 hours per week Monday to Friday
About the role
Weve recently opened the doors to our brand new office in the heart of Morningside and its already busy with activity across Sales Lettings and Financial Services. We are looking for an ambitious Trainee Mortgage and Protection Advisor to join our growing team.
This is a fantastic opportunity to begin your career as an Advisor with a trusted and established brand behind you while enjoying the energy and growth potential of a new branch. Youll be supported by experienced Advisors receive full training and be guided through your CMAP qualification to set you up for long-term success.
This is a fantastic opportunity to begin your career as an Advisor with a trusted and established brand behind you while enjoying the energy and growth potential of a new branch. Youll be supported by experienced Advisors receive full training and be guided through your CMAP qualification to set you up for long-term success.
About you
Youdontneed to be qualified yet what matters most is your ambition enthusiasm and commitment.
Youll thrive in this role if you:
Youll thrive in this role if you:
- Are motivated to learn grow and achieve professional qualifications.
- Havestrong communicationand people skills with a genuine interest in helping clients.
- Are proactive positive and eager to spot opportunities to learn and develop.
- Enjoy working as part of a team and are happy to take guidance from experienced colleagues.
- Are organised and detail-focused with the ability to manage tasks and follow processes accurately.
Key responsibilities
Full training and support will be provided.
- Learning how to provide mortgage and protection advice shadowingadvisorsand gradually taking on your own clients.
- Supporting the team in delivering an exceptional client experience.
- Developing your knowledge of mortgage and protection products compliance requirements and the wider housing market.
- Building long-term client relationships by providing excellent customer service and regular follow-up.
- Using our CRM system accurately and learning how to record and manage client information effectively.
- Actively working towards achieving CMAP qualification and becoming a fully competent Mortgage and Protection Advisor.
Key requirements
Essential
- Working towards CMAP (or willingtostartimmediatelywith our support)
- A genuine interest in financial services and a career as a Mortgage and Protection Advisor
- Strongcustomer serviceor client-facing experience
- Excellent communication skills
- Great attention to detail
- Proficient in the use of IT systems including MS Teams Word Excel & Outlook
- Knowledge oftheEdinburgh Southsidehousing market
- Full UK Driving Licence
- Prior experience of Customer Record Management (CRM) or a comparable database
Competencies
- Customer Focus
- Communication
- Collaboration
- Problem Solving & Innovation
- Planning & Organising
- Positive Mindset
About us
When you join Rettie youll discover the difference you can make. Were a growing and ambitious company but at our foundations we have a family feel. We care about our people; we want them to prosper and realise their potential. We are proud that our values of Teamwork Determination Dependability and Ambition guide our actions and behaviours towards our clients and each other daily. Based on these values we aspire to cultivate and grow diverse capable teams in an environment which will help you realise your career potential.
Required Experience:
Intern
Key Skills
- Channel Marketing
- Accounting Tally
- CSS
- Corporate Risk Management
- Hibernate
- Brokerage
About Company
When you join Rettie you’ll discover the difference you can make. We're a growing and ambitious company, but at our foundations, we have a family feel. We care about our people; we want them to prosper and realise their potential. We are proud that our values of Teamwork, Determinatio ... View more
